Institutional Manager · CIK 0001903866
Highlander Partners, L.P.
DALLAS, TX · File #028-21529
Latest AUM
$278.7M
Positions
68
Top-10 Concentration
75.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202568 pos · $278.7M
- 13F COMBINATION REPORTQ/E Sep 202552 pos · $286.7M
- 13F COMBINATION REPORTQ/E Jun 202553 pos · $260.3M
- 13F COMBINATION REPORTQ/E Mar 202548 pos · $161.7M
- 13F COMBINATION REPORTQ/E Dec 202441 pos · $176.1M
- 13F COMBINATION REPORTQ/E Sep 202445 pos · $169.2M
- 13F COMBINATION REPORTQ/E Jun 202440 pos · $150.3M
- 13F HOLDINGS REPORTQ/E Mar 202442 pos · $144.3M
- 13F HOLDINGS REPORTQ/E Dec 202326 pos · $101.3M
- 13F HOLDINGS REPORTQ/E Sep 202326 pos · $89.0M
- 13F COMBINATION REPORTQ/E Jun 202323 pos · $73.9M
- 13F COMBINATION REPORTQ/E Mar 202322 pos · $73.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 293,569 | $47.6M | 17.16% |
| 2 | BLACKSTONE INC | BX | 235,000 | $36.2M | 13.07% |
| 3 | AMAZON COM INC | AMZN | 103,000 | $23.8M | 8.58% |
| 4 | PARSONS CORP DEL | PSN | 277,300 | $17.1M | 6.18% |
| 5 | KEYSIGHT TECHNOLOGIES INC | KEYS | 79,200 | $16.1M | 5.80% |
| 6 | TEXAS CAP BANCSHARES INC | 88224Q107 | 169,436 | $15.3M | 5.53% |
| 7 | DANAHER CORPORATION | 235851102 | 58,000 | $13.3M | 4.79% |
| 8 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,228,237 | $13.2M | 4.75% |
| 9 | SPDR SERIES TRUST | 78464A698 | 200,000 | $13.0M | 4.68% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 85,000 | $12.5M | 4.49% |
| 11 | SPX TECHNOLOGIES INC | SPXC | 52,250 | $10.5M | 3.77% |
| 12 | MIRUM PHARMACEUTICALS INC | MIRM | 122,980 | $9.7M | 3.50% |
| 13 | HONEYWELL INTL INC | 438516106 | 45,500 | $8.9M | 3.20% |
| 14 | DAKTRONICS INC | DAKT | 400,000 | $7.9M | 2.85% |
| 15 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 81,800 | $7.2M | 2.58% |
| 16 | DELL TECHNOLOGIES INC | DELL | 30,000 | $3.8M | 1.36% |
| 17 | SPDR S&P 500 ETF TR | SPY | 4,000 | $2.7M | 0.98% |
| 18 | DISTRIBUTION SOLUTIONS GRP I | 520776105 | 85,899 | $2.4M | 0.85% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,900 | $1.9M | 0.68% |
| 20 | BLACKSTONE INC | BX | 9,000 | $1.4M | 0.50% |